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Squar Milner Financial Services’s WEX WEX Stock Holding History

Squar Milner Financial Services’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-220
Closed -$23K – 728
2020
Q1 		$23K Sell
220
-395
-64% -$73.7K 0.01% 451
2019
Q4 		$128K Buy
+615
New +$123K 0.06% 276
2019
Q3 		– Sell
-34
Closed -$7K – 724
2019
Q2 		$7K Buy
34
+18
+113% +$3.62K ﹤0.01% 561
2019
Q1 		$3K Hold
16
– – ﹤0.01% 751
2018
Q4 		$2K Hold
16
– – ﹤0.01% 701
2018
Q3 		$3K Hold
16
– – ﹤0.01% 703
2018
Q2 		$3K Buy
+16
New +$2.79K ﹤0.01% 798

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Squar Milner Financial Services's WEX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of WEX (WEX) in Q2 2020, closing a stake of 220 shares — an estimated $23K sold.

Squar Milner Financial Services first reported a position in WEX in Q2 2018 and held it in 7 quarters. The position peaked at $128K in Q4 2019. 347 funds tracked by Wall St. Rank hold WEX as of Q2 2020.

  • Squar Milner Financial Services reported no remaining WEX position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 220 WEX shares in Q2 2020, an estimated $23K.
  • Squar Milner Financial Services first reported a position in WEX in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's WEX position peaked at $128K in Q4 2019.
  • 347 funds tracked by Wall St. Rank held WEX as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.